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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,965
Closed -$150K – 780
2020
Q3 		$150K Buy
+2,965
New +$150K ﹤0.01% 283

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ICSH Position: Q4 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2020, closing a stake of 2,965 shares — an estimated $150K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ICSH in Q3 2020 and held it in 1 quarter. The position peaked at $150K in Q3 2020. 303 funds tracked by Wall St. Rank hold ICSH as of Q4 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,965 iShares Ultra Short Duration Bond Active ETF shares in Q4 2020, an estimated $150K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $150K in Q3 2020.
  • 303 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.